Practitioners

Practitioners

Career Advancement and Satisfaction, Income Growth, Better Able to Keep Clients

FPSB partnered with Cerulli Associates to survey more than 3,500 CERTIFIED FINANCIAL PLANNER professionals, representing private and retail banking, independent financial advisory and financial planning firms in six territories around the world, about the benefit of pursuing CFP certification. The CERTIFIED FINANCIAL PLANNER professionals told us, that after receiving their CFP certification:
  • Among those seeking to advance their careers, 37 percent earned a promotion, got a new job or started their own practice.
  • 57 percent reported growing their client base in the 12 months following their certification.
  • 63 percent saw their income grow in the 12 months following their certification.
  • 72 percent reported increased satisfaction with their careers.
  • 87 percent expected to be able to keep clients longer.